Setting Up the System for Service Request Orders (SROs)

Before you can create SROs, set up this information:

  1. Set up at least one SRO product code that lists the accounts used for posting expenses.
  2. Set up service order types for the different types of service calls your company performs.
  3. Set up work codes.
  4. Set up service operation codes.
  5. Set up miscellaneous codes.
  6. Set up payment types.
  7. Set up Service Order Templates, for certain types of service orders, so that information can default and not need to be typed when you create a new SRO for a certain type of service.
  8. Set service parameters.